Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLCBX (iShares U.S. Long Credit Bond Index Fund) | -0.15% | 7.14% | 4.54% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLCBX (iShares U.S. Long Credit Bond Index Fund) | 06/01/2022 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 7.14 | 4.54 | NA | NA | NA | NA | … | … | -0.15 | 7.94 | -2.31 | 11.05 | -8.65 |
| Sharpe Ratio | NA | 0.58 | 0.11 | NA | NA | NA | NA | … | … | -0.16 | 0.55 | -0.51 | 0.55 | -1.01 |
| Standard Deviation(%) | NA | 7.54 | 10.96 | NA | NA | NA | NA | … | … | 7.99 | 9.19 | 11.52 | 13.67 | 16.35 |
| Draw Down(%) | NA | 5.11 | 12.75 | NA | NA | NA | NA | … | … | 5.09 | 6.50 | 7.64 | 14.78 | 18.51 |
| Yield(%) | 0.00 | 5.60 | 5.28 | 3.72 | 1.86 | 1.24 | 0.93 | … | … | 2.25 | 5.50 | 5.01 | 5.20 | 2.60 |
Data as of 06/08/2026, Common starting date is 06/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLCBX (iShares U.S. Long Credit Bond Index Fund) |
2.65%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLCBX (iShares U.S. Long Credit Bond Index Fund) |
8.33%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart